Senior Financial Planning Expert
1 week ago
We are seeking a Senior Financial Planning Expert to join our team at Scotiabank. As a key member of our team, you will be responsible for building strong customer relationships and providing expert advice on financial planning strategies.
Estimated salary range: $80,000 - $120,000 per year, depending on location and experience.
Job DescriptionThe ideal candidate will have a proven track record of meeting and exceeding sales targets in a fast-paced environment. You will be expected to:
- Take a proactive approach to understanding customer needs and provide relevant insights and expert advice
- Educate customers on personal and commercial banking, wealth management, and private banking solutions
- Develop comprehensive plans using a holistic approach to help customers achieve their goals
- Nurture strong, long-standing relationships with customers
- Develop and implement business growth strategies that support a positive customer experience
To succeed in this role, you will need:
- A Mutual Funds license and completed CIFP Diploma
- Strong communication and interpersonal skills
- Ability to work in a team-oriented environment
- Proven ability to meet and exceed sales targets
We offer a competitive compensation package, including:
- Base salary: $80,000 - $120,000 per year
- Bonuses and commissions based on performance
- Ongoing training and development opportunities
- A collaborative and inclusive work environment
This role is available in various locations across Canada, including Alliston, Angus, Barrie, Bradford, and Collingwood.
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